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KKR & Co

1,276 hedge funds and large institutions have $49B invested in KKR & Co in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 518 increasing their positions, 452 reducing their positions, and 253 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 452

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

1.66% less ownership

Funds ownership: 61.04%59.38% (-1.7%)

9% less funds holding

Funds holding: 1,4001,276 (-124)

17% less call options, than puts

Call options by funds: $943M | Put options by funds: $1.14B

29% less capital invested

Capital invested by funds: $69.3B → $49B (-$20.3B)

40% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 253

Holders
1,276
Holders Change
-124
Holders Change %
-8.86%
% of All Funds
15.71%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
153
Increased
518
Reduced
452
Closed
253
Calls
$943M
Puts
$1.14B
Net Calls
-$193M
Net Calls Change
+$444M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1251
Synergy Investment Management
Florida
$1.39K +$1.58K +15 New
TWM
1252
TopTier Wealth Management
Wisconsin
$1.39K +$1.58K +15 New
Q1WB
1253
Quest 10 Wealth Builders
Virginia
$1.36K +$632 +6 +67%
RCM
1254
Raleigh Capital Management
North Carolina
$1.11K +$1.26K +12 New
SGK
1255
Steigerwald Gordon & Koch
Virginia
$1.11K -$11.6K -110 -90%
EWP
1256
Elevation Wealth Partners
California
$1.02K -$309K -2,932 -100%
KCM
1257
Key Capital Management
Tennessee
$1.02K +$843 +8 +267%
AW
1258
Avion Wealth
Texas
$1K
PJC
1259
Phillip James Consulting
Minnesota
$1K +$2K +19 New
DFA
1260
DHJJ Financial Advisors
Illinois
$925
WETS
1261
Wealth Enhancement Trust Services
South Dakota
$925
DCM
1262
Davis Capital Management
Florida
$925 +$105 +1 +11%
DF
1263
DecisionPoint Financial
Arizona
$740
TC
1264
Trust Company
Kansas
$556
PWMG
1265
Prestige Wealth Management Group
New Jersey
$555
AA
1266
Addison Advisors
Vermont
$555 +$632 +6 New
1CP
1267
1015 Capital Partners
Pennsylvania
$463 -$1.05K -10 -67%
IAS
1268
IMA Advisory Services
Colorado
$370 -$1.69K -16 -80%
MWA
1269
Merkkuri Wealth Advisors
New York
$283 +$316 +3 New
WBC
1270
West Branch Capital
Massachusetts
$278
IAAG
1271
Innovative Asset Advisors Group
Connecticut
$278 +$316 +3 New
HIA
1272
HFM Investment Advisors
New Jersey
$185 -$738 -7 -78%
SA
1273
Scarborough Advisors
Maryland
$185
CW
1274
Curio Wealth
Maryland
$185 +$211 +2 New
YDMI
1275
Y.D. More Investments
Israel
$128 -$6.01K -57 -12%